Financial Institutions Inc
FISI- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0000862831
In the last 90 days, Financial Institutions Inc insiders filed 1 open-market purchase and 0 sales; 159 institutions reported holding it in 13F filings for Q2 2026, worth $611.5M in total; no superinvestor holds it.
13F holders, Q2 2022
Institutional positions in Financial Institutions Inc as of Jun 30, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 117
- −11 vs. Q1 2022
- Shares held
- 10.6M
- +82.2K (+0.8%) vs. Q1 2022
- Total value
- $276.8M
- −$42.7M (−13.4%) vs. Q1 2022
- New holders
- 9
- 41 more added
- Sold out
- 20
- 40 more reduced
2 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FISI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 159 | $611.5M |
| Q1 2026 | 151 | $502.8M |
| Q4 2025 | 150 | $492.0M |
| Q3 2025 | 142 | $443.9M |
| Q2 2025 | 129 | $417.8M |
| Q1 2025 | 134 | $413.4M |
| Q4 2024 | 142 | $419.1M |
| Q3 2024 | 121 | $288.5M |
| Q2 2024 | 106 | $197.2M |
| Q1 2024 | 100 | $186.9M |
| Q4 2023 | 101 | $209.9M |
| Q3 2023 | 107 | $168.4M |
| Q2 2023 | 103 | $161.9M |
| Q1 2023 | 104 | $202.0M |
| Q4 2022 | 110 | $257.2M |
| Q3 2022 | 112 | $254.2M |
| Q2 2022 | 117 | $276.8M |
| Q1 2022 | 130 | $322.1M |
| Q4 2021 | 127 | $348.0M |
| Q3 2021 | 115 | $334.2M |
| Q2 2021 | 115 | $325.4M |
| Q1 2021 | 113 | $328.8M |
Institutions, Q2 2022
Shares, value and share of portfolio for each institution holding Financial Institutions Inc; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 7 | $0 | 0.00% | −24−77.4% | Reduced |
| Aua Capital Management, LLC | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Credit Suisse AG | 15 | $0 | 0.00% | +15 | New |
| Lazard Asset Management LLC | 68 | $1.00K | 0.00% | −1,365−95.3% | Reduced |
| First Horizon Advisors, Inc. | 48 | $1.00K | 0.00% | −540−91.8% | Reduced |
| Zions Bancorporation, N.A. | 32 | $1.00K | 0.00% | −11−25.6% | Reduced |
| Ronald Blue Trust, Inc. | 55 | $2.00K | 0.00% | +55 | New |
| Atlas Capital Advisors LLC | 100 | $2.60K | 0.00% | 00.0% | Unchanged |
| PYA Waltman Capital, LLC | 100 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 139 | $3.62K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 200 | $5.00K | 0.00% | −5,015−96.2% | Reduced |
| Covestor Ltd | 202 | $5.00K | 0.00% | +24+13.5% | Added |
| Lindbrook Capital, LLC | 252 | $7.00K | 0.00% | +206+447.8% | Added |
| FourThought Financial, LLC | 475 | $12.0K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 606 | $16.0K | 0.00% | −251−29.3% | Reduced |
| The PNC Financial Services Group, Inc. | 774 | $21.0K | 0.00% | +536+225.2% | Added |
| Tower Research Capital LLC (TRC) | 840 | $22.0K | 0.00% | −7,799−90.3% | Reduced |
| Metropolitan Life Insurance Co | 983 | $25.6K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 1,073 | $28.0K | 0.00% | +555+107.1% | Added |
| Legal & General Group Plc | 1,153 | $30.0K | 0.00% | −116−9.1% | Reduced |
| US Bancorp | 1,173 | $31.0K | 0.00% | +507+76.1% | Added |
| Citigroup Inc | 1,270 | $33.0K | 0.00% | +299+30.8% | Added |
| New York State Teachers Retirement System | 1,300 | $34.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 1,360 | $35.0K | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,435 | $37.3K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 1,499 | $39.0K | 0.00% | −61−3.9% | Reduced |
| UBS Group AG | 1,797 | $46.0K | 0.00% | −3,376−65.3% | Reduced |
| Amalgamated Bank | 1,933 | $50.0K | 0.00% | +47+2.5% | Added |
| Gladius Capital Management LP | 2,122 | $56.0K | 0.01% | +2,122 | New |
| Nisa Investment Advisors, LLC | 2,240 | $58.0K | 0.00% | 00.0% | Unchanged |
| Barclays PLC | 2,246 | $59.0K | 0.00% | −11,005−83.1% | Reduced |
| Wells Fargo & Company | 3,041 | $78.0K | 0.00% | −19,500−86.5% | Reduced |
| SG Americas Securities, LLC | 4,300 | $112.0K | 0.00% | +4,300 | New |
| Tompkins Financial Corp | 5,085 | $132.0K | 0.02% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 5,200 | $135.0K | 0.03% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 5,899 | $153.5K | 0.00% | +2,137+56.8% | Added |
| California State Teachers Retirement System | 6,459 | $168.0K | 0.00% | −289−4.3% | Reduced |
| EMC Capital Management | 6,572 | $171.0K | 0.15% | −1,207−15.5% | Reduced |
| American International Group, Inc. | 7,070 | $184.0K | 0.00% | −707−9.1% | Reduced |
| Deutsche Bank AG | 7,415 | $193.0K | 0.00% | −1,068−12.6% | Reduced |
| Group One Trading, L.P. | 7,500 | $195.0K | 0.01% | +7,500 | New |
| Royal Bank of Canada | 9,221 | $240.0K | 0.00% | −3,076−25.0% | Reduced |
| MetLife Investment Management | 9,259 | $240.9K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 10,066 | $261.0K | 0.00% | −18,389−64.6% | Reduced |
| Public Employees Retirement System of Ohio | 10,533 | $274.0K | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 10,817 | $281.0K | 0.00% | −4,955−31.4% | Reduced |
| SEI Investments Co | 10,834 | $282.0K | 0.00% | −9,013−45.4% | Reduced |
| Creative Planning | 10,954 | $285.0K | 0.00% | +10,954 | New |
| Sonen Capital LLC | 11,200 | $291.0K | 0.42% | +11,200 | New |
| Raymond James & Associates | 11,698 | $304.0K | 0.00% | +84+0.7% | Added |
| Prelude Capital Management, LLC | 11,912 | $310.0K | 0.02% | −5,623−32.1% | Reduced |
| HRT Financial LP | 12,561 | $326.0K | 0.00% | +12,561 | New |
| Voya Investment Management LLC | 12,593 | $328.0K | 0.00% | 00.0% | Unchanged |
| Stifel Financial Corp | 13,945 | $363.0K | 0.00% | −667−4.6% | Reduced |
| Courier Capital LLC | 14,163 | $369.0K | 0.04% | 00.0% | Unchanged |
| Argent Trust Co | 15,003 | $390.0K | 0.03% | +8,314+124.3% | Added |
| Seizert Capital Partners, LLC | 16,965 | $441.0K | 0.02% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 17,952 | $467.0K | 0.00% | −2,034−10.2% | Reduced |
| Martingale Asset Management L P | 19,721 | $515.0K | 0.01% | +1,121+6.0% | Added |
| Trexquant Investment LP | 21,133 | $550.0K | 0.02% | +11,935+129.8% | Added |
| STRS Ohio | 23,400 | $608.0K | 0.00% | +800+3.5% | Added |
| Rhumbline Advisers | 23,846 | $620.0K | 0.00% | +633+2.7% | Added |
| ClariVest Asset Management LLC | 24,236 | $631.0K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 26,100 | $679.0K | 0.03% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 27,326 | $711.0K | 0.00% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 29,238 | $761.0K | 0.00% | +7,208+32.7% | Added |
| Russell Investments Group, Ltd. | 29,434 | $765.0K | 0.00% | +14,473+96.7% | Added |
| Globeflex Capital L P | 31,346 | $816.0K | 0.20% | 00.0% | Unchanged |
| Bank of America Corp | 33,275 | $866.0K | 0.00% | −11,257−25.3% | Reduced |
| Parallax Volatility Advisers, L.P. | 34,171 | $889.0K | 0.00% | +34,171 | New |
| Two Sigma Investments, LP | 34,210 | $890.0K | 0.00% | −12,981−27.5% | Reduced |
| Cutler Capital Management, LLC | 35,000 | $911.0K | 0.35% | +1,000+2.9% | Added |
| Invesco Ltd. | 35,679 | $928.0K | 0.00% | +8,464+31.1% | Added |
| Citadel Advisors LLC | 40,441 | $1.05M | 0.00% | −6,751−14.3% | Reduced |
| Two Sigma Advisers, LP | 42,987 | $1.12M | 0.00% | −16,000−27.1% | Reduced |
| Victory Capital Management Inc | 43,350 | $1.13M | 0.00% | +1,679+4.0% | Added |
| PL Capital Advisors, LLC | 61,200 | $1.30M | 0.37% | +11,200+22.4% | Added |
| Walthausen & Co., LLC | 50,240 | $1.31M | 0.59% | −24,660−32.9% | Reduced |
| Nuveen Asset Management, LLC | 53,419 | $1.39M | 0.00% | −5,151−8.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 56,361 | $1.47M | 0.01% | +57+0.1% | Added |
| Community Capital Management, Inc. | 57,823 | $1.50M | 1.83% | +45,823+381.9% | Added |
| New York State Common Retirement Fund | 64,892 | $1.69M | 0.00% | −37−0.1% | Reduced |
| AQR Capital Management LLC | 67,033 | $1.74M | 0.00% | +25,143+60.0% | Added |
| River Oaks Capital LLC | 69,400 | $1.81M | 1.94% | +300+0.4% | Added |
| Federated Hermes, Inc. | 70,182 | $1.83M | 0.00% | 00.0% | Unchanged |
| Gator Capital Management, LLC | 87,043 | $2.27M | 1.90% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 90,990 | $2.37M | 0.00% | +47,117+107.4% | Added |
| Eaton Vance Management | 93,335 | $2.43M | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 96,625 | $2.51M | 0.00% | +57,422+146.5% | Added |
| Royce & Associates LP | 96,967 | $2.52M | 0.03% | +21,074+27.8% | Added |
| Ameriprise Financial Inc | 98,077 | $2.55M | 0.00% | −2,538−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 99,700 | $2.59M | 0.06% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 120,914 | $3.15M | 0.00% | −5,112−4.1% | Reduced |
| Charles Schwab Investment Management Inc | 123,146 | $3.21M | 0.00% | −58,648−32.3% | Reduced |
| Morgan Stanley | 124,183 | $3.23M | 0.00% | +92,262+289.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 133,258 | $3.47M | 0.01% | +6,030+4.7% | Added |
| American Century Companies Inc | 134,070 | $3.49M | 0.00% | +17,376+14.9% | Added |
| Thrivent Financial for Lutherans | 146,370 | $3.81M | 0.01% | +8,868+6.4% | Added |
| Acadian Asset Management LLC | 157,343 | $4.09M | 0.02% | +7,313+4.9% | Added |